
Due to the audio issues that occurred during the Tuesday, May 27th presentation, Mr. Agostino has generously offered to present this webinar again.If you are unable to attend the live session, a high-quality recording will be available on Sunday morning.
IRS CE is available on the replay.
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
IRS Program #: 7Q3WU-T-00747-25
CTEC Course #: 6248-CE-00118

During his four decades of practicing tax law, Frank Agostino has been the driving force behind many successful lawsuits that sought to establish fair tax enforcement principles for taxpayers.Frank has extensive courtroom experience, litigating more than 100 tax matters, several of which established important precedents for taxpayers. Frank defended the taxpayer in a landmark suit, Commissioner v. Zuch, 145 S.Ct. 1707 (2025),in which the U.S. Supreme Court established that the U.S. Tax Court has limited jurisdiction over certain tax enforcement matters. Similarly, in Chai v. Commissioner, 851 F.3d 190, 2nd Cir. 2017, Frank helped to establish that the IRS must obtain supervisory approval before imposing penalties in tax deficiency proceedings. In those and other significant cases, Frank’s challenges to government enforcement processes resulted in precedents that have changed the way the IRSand Tax Court do business, while equipping tax lawyers with new arguments with which to defend their clients. Because of Frank’s stellar reputation in the tax bar, he has been ranked in Chambers in Band 1for Tax: Fraud Nationwide (USA) and in Band 1 for High Net Worth Private Client: Tax. Before joining Kostelanetz, Frank was the president and founder of Agostino & Associates, a well-known tax controversy firm in New Jersey. Prior to entering private practice, Frank was an attorney with the Internal Revenue Service’sDistrict Counsel in Springfield, Illinois and Newark, New Jersey. He also served as a SpecialAssistant United States Attorney, where he prosecuted primarily criminal tax cases. As an adjunct professor, Frank taught tax controversy at Seton Hall University W. Paul StillmanSchool of Business and Rutgers School of Law. He also served as the co-director of the Rutgers Federal Tax Law Clinic. Frank is a frequent speaker and author on tax controversy and litigation matters. He serves on theAdvisory Board of the Journal of Tax Practice and Procedure. Frank is actively involved with theAmerican Bar Association and the New York County Lawyers’ Association. Frank is also the President of Taxpayers Assistance Corp., which provides tax and legal advice to low-incometaxpayers in the NY/NJ area.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Due to the audio issues that occurred during the Tuesday, May 27th presentation, Mr. Agostino has generously offered to present this webinar again. If you are unable to attend the live session, a high-quality recording will be available on Sunday morning. IRS CE is available on the replay. Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
This webinar is available for Virtual (Online) or LIVE In-Person attendance. The LIVE class will be held at: Bergen Community College in the Ciarco Learning Center 355 Mian Street, Room 102/103 Hackensack, NJ Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
2 IRS CE/2 CTEC/2 NASBA CPE*
"Our best deal is always to become a monthly subscriber" *Self-Study recording not available for NASBA CPE credit.
2 IRS CE/2 CTEC/2 NASBA CPE*
Taxpayers with foreign financial assets may be required to file both the Foreign Bank Account Report (FBAR) and Form 8938 (Statement of Specified Foreign Financial Assets)—but understanding when and how to file can be complex. This webinar guides tax professionals through the key differences, filing thresholds, penalties, and reporting obligations for each form. Learn how to determine filing requirements, avoid common compliance pitfalls, and effectively advise clients with international financial interests. Ensure your clients stay compliant and mitigate risks with a clear understanding of these critical reporting requirements. Only available for TPP unlimited CE subscribers.
No CE
Don’t fall for broker hyperbole that can cost you thousands when cashing out! Join us for "Tax Practice Rescue", a hard-hitting, no-nonsense webinar where a seasoned buyer shares real lessons from 100+ deals and 10 successful acquisitions. If you're expecting 1.25x sales, all cash at closing, or think buyers are eager to inherit your $100 tax returns, you need to hear this!
Varies
Tax Practice Pro’s Fallout Webinar Series offers on-demand, IRS CE-approved training covering firm valuation and exit strategy, responding to IRS math error notices, handling “Knock and Talks,” and resolving common IRS compliance issues.
1 IRS CE/1 NASBA CPE*
Your client has a 2024 balance due they didn't expect, and can’t pay in full—what now? Don’t let unpaid balances turn into client walk-outs and undue stress. This live webinar equips tax professionals with the tools and strategies to help clients who can’t pay their full tax bill by April 15. You will leave this webinar with skills and strategies designed to get your happy clients to pay for their return and leave without stress or worry about the balance.
1 IRS CE/1 NASBA CPE*
Is Your Client’s Scam Loss Deductible? Find Out Now! The IRS has spoken! The latest IRS Chief Counsel Advice (CCA 202511015) clarifies when taxpayers can—and cannot—claim theft loss deductions under IRC § 165. Investment scams? Potentially deductible. Romance scams? No deduction allowed. As a tax pro, it's your job to classify losses correctly and maximize recovery options for your clients!
3 Free NY & NJ CLE, CPE and IRS CE/NASBA CPE Credits
Tax Professionals that attend are encouraged to accept a pro bono tax controversy case assignment from NYCLA, an ABA-sponsored Tax Court Pro program or a NY or NJ low-income Tax Clinic.
1 IRS CE/1 NASBA CPE*
FinCEN Says March 21 is the Deadline... But Will It Stick? If you've been following the rollercoaster that is Beneficial Ownership Information (BOI) reporting, you know the rules have changed, delayed, and litigated their way into the compliance nightmares of tax professionals everywhere. But now, FinCEN has spoken: March 21, 2025, is the due date for most filers. With everything that's happened—court challenges, enforcement uncertainty, and plenty of taxpayer confusion—how confident are you that this will be the final deadline? More importantly, are your clients ready to comply?
2 IRS CE/2 NASBA CPE*
The webinar covers the Streamlined Filing Compliance Procedures, including eligibility for U.S. and non-U.S. residents, reduced penalty structures, and risks of audit selection. The Delinquent International Information Return and FBAR Procedures will be explored, including reasonable cause statements and potential audit risks. Finally, the IRS Criminal Investigation Voluntary Disclosure Practice will be analyzed, focusing on mitigation strategies, penalties, and the risks of willful noncompliance. Only available for TPP unlimited CE subscribers.